Overview
Work History
Education
Skills
Certification
Timeline
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Haley Lehman

Haley Lehman

Normal ,IL

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

Thrivent Financial Advisor
09.2024 - Current
  • Partnered with my team to advise business owners and high-net-worth individuals on investment, retirement, and insurance strategies, fostering deep client trust.
  • Executed an average of 100+ self-directed prospecting activities each week to generate new leads and referrals.
  • Scheduled and led 8–10 client meetings weekly to present tailored financial strategies and advice.
  • Collaborated with attorneys and tax specialists to implement strategies maximizing clients’ financial objectives.
  • Developed and maintained a client base of successful business owners with annual revenues of at least $2–3 million, delivering tailored retirement, tax, and investment strategies.

Director of Operations

Chick-fil-A
09.2018 - 08.2024
  • Developing and Growing over 50 Team Members and Leaders through coaching and performance reviews
  • Master Scheduler of 120 staff members to ensure operational excellence all-day, every-day, to achieve store labor goals.
  • Strengthening culture by exemplifying and promoting Chick-fil-A Core Values.
  • Achieved “Top 5” store in Customer Satisfaction scores for all stores in Midwest Region (IL, IN, WI, OH)
  • Achieved an “Elite” Food Safety score by CFA Home Office in the last 4 consecutive quarters.
  • Recruiting, Hiring, On-boarding, Training and Mentoring of over 40 new team members a year.
  • Contributing innovation, high value thought leadership in Operator/Director strategy meetings

Life Skills Coach

Boys and Girls Club of America
08.2022 - Current
  • Creating bridge-building relationships and trust in a low-income community to share the Gospel, teach life skills, and character development.
  • Cultivating atmosphere of respect, dignity, self-worth among vulnerable youth.
  • Serving and problem solving while being culturally aware and sensitive, to help create a thriving and flourishing community.

Education

MBA - Business Administration

Western Governors University
Millcreek, UT
05.2024

Bachelor’s Degree - Business Administration and Leadership

Grand Canyon University, Online
Phoenix, AZ
05.2023

Skills

  • Salesforce CRM: Proficient user with experience in lead management, pipeline tracking, and custom reporting
  • Event Planning & Execution: Collaborated on biannual outdoor charity fundraisers for 200 attendees, aiding with logistics, volunteer coordination, and on-site execution
  • Global Partnership: Partnered with Lifesong for Orphans on 7 international influencer trips across Guatemala, Honduras, Haiti, Zambia, Ethiopia, Jamaica, and Mexico; serving donors with the utmost care and excellence at every touchpoint
  • Cross-Cultural Education & Mentorship: Served in Guatemala for 3 months, creating and delivering Business, Professional, and Life Skills content adapted to the local culture Led and mentored a classroom of 15–20 highly vulnerable teen mothers, designing real-life exercises to reinforce learning and skill application
  • Technical & Client Skills: Proficient in Salesforce CRM, Microsoft Excel, Teams, budgeting, financial tracking, and related software programs to streamline workflows and support data-driven decisions

Certification

  • Licensed in SIE, Series 66 & Series 7
  • Licensed in Life & Health Insurance

Timeline

Financial Advisor

Thrivent Financial Advisor
09.2024 - Current

Life Skills Coach

Boys and Girls Club of America
08.2022 - Current

Director of Operations

Chick-fil-A
09.2018 - 08.2024

MBA - Business Administration

Western Governors University

Bachelor’s Degree - Business Administration and Leadership

Grand Canyon University, Online

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Haley Lehman